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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹36 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | % | 11% |
| Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1.42 |
| Manager | Dwijendra Srivastava | ||||
| ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF903JA1AX5 |
| Exits Load | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Month | 0.44% | 0.44% | 0.44% | 0.44% | 4.27% |
| 6 Month | 3.01% | 3.01% | 3.01% | 3.01% | -10.4% |
| 1 Year | 6.52% | 6.52% | 6.52% | 6.52% | -1.2% |
| 3 Year | 6.18% | 6.18% | 6.18% | 6.18% | 16.23% |
| 5 Year | 4.83% | 4.83% | 4.83% | 4.83% | 35% |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 6 Month | 0.94% | 0.94% | 0.94% | 0.94% | -0.42% |
| 1 Year | 5.06% | 5.06% | 5.06% | 5.06% | -9.45% |
| 3 Year | 6.14% | 6.14% | 6.14% | 6.14% | 14.97% |
| 5 Year | 5.6% | 5.6% | 5.6% | 5.6% | 23.51% |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Year | 6.96% | 6.96% | 6.96% | 6.96% | 15.19% |
| 3 Year | 7.34% | 7.34% | 7.34% | 7.34% | 24.65% |
| 5 Year | 7.73% | 7.73% | 7.73% | 7.73% | 21.83% |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | 17.089% |
| Sharp | -2.589% | -2.589% | -2.589% | -2.589% | 0.604% |
| Beta | - | - | - | - | 0.806% |
| Alpha | - | - | - | - | 0.237% |
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Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Name | Dwijendra Srivastava | ||||
| Total AUM | ₹14140 Cr | ||||
| Funds Managed | 14 | ||||
| UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 3.78 |
| Small Cap | - | - | - | - | 89.41 |
| Mid Cap | - | - | - | - | 6.81 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 3.78 |
| Communication Services | - | - | - | - | 6.75 |
| Industrials | - | - | - | - | 21.35 |
| Basic Materials | - | - | - | - | 12.61 |
| Financial Services | - | - | - | - | 21.82 |
| Technology | - | - | - | - | 7.53 |
| Consumer Cyclical | - | - | - | - | 14.43 |
| Healthcare | - | - | - | - | 9.26 |
| Real Estate | - | - | - | - | 2.46 |
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